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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,379 | $138,366-56.4% | $184,185-67.2% | $80,911-25.4% |
| Participation rate | 57.1% | 83.9%-26.7pp | 86.8%-29.7pp | 67.6%-10.5pp |
| Annual return | 16.94% | 20.02%-3.1pp | 28.81%-11.9pp | 35.63%-18.7pp |
| Employer contribution / active EE | $0 | $4,849-100.0% | $6,426-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $10,213 | $7,074+44.4% | $9,132+11.8% | $4,297+137.7% |
| Admin fee / account holder | $2,624 | $10,484-75.0% | $13,909-81.1% | $6,935-62.2% |